We found the following information about David A Mcinnis at Constellation Wealth Advsors, LLC, where this expert has worked as a Principal and Senior Advisor since 2011. David's total work experience is over 26 years, during which time David had at least six jobs at different companies to develop skills. David studied at the San Diego State University from 1982 to 1985. David currently is located in San Rafael, California. You can contact with David by searching for phone number or email address or get exhaustive info by requesting access to David A Mcinnis's further details from SoftwareOfficial.
Name variants:
Daved Mcinnis,
Dayvid Mcinnis,
Dave Mcinnis,
Davey Mcinnis,
Davie Mcinnis,
Davy Mcinnis
Last updated Apr 30, 2024
Contact Information
Last Update
Jul 14, 2022
Email
da**@maddencreekadvisors.com, da**@gmail.com
Location
San Rafael, CA
Company
Workplace
Principal and Senior Advisor
Menlo Park, CA
Industry
Financial Services, Investment Advisory Service
Colleagues
Work History
Principal and Senior Advisor
Menlo Park, California
Feb 2011 — May 2013
Education
1982 — 1985
Occupations
Executive
Chief Executive Officer
Founder
Senior Advisor
Professor
School Principal
Corporate Executive
Chief Executive
Founding Member
Advisor
School Administrator
Educational Manager
Skills
Investments
Portfolio Management
Equities
Private Equity
Asset Allocation
Hedge Funds
Investment Management
Venture Capital
Wealth Management
Finance
Financial Services
Due Diligence
Fund of Funds
Trading
Wealth Management Services
Banking
Alternative Investments
Fixed Income
Valuation
Investment Banking
Investment Strategies
Capital Markets
Financial Advisory
Securities
Asset Managment
Series 7
Financial Modeling